MPWT
MassMutual Private Wealth & Trust’s Morningstar MORN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7K | Buy |
69
+59
| +590% | +$18.5K | ﹤0.01% | 1077 |
|
|
2025
Q1 | $3K | Sell |
10
-12
| -55% | -$3.6K | ﹤0.01% | 1791 |
|
|
2024
Q4 | $7.41K | Buy |
22
+3
| +16% | +$1.01K | ﹤0.01% | 1378 |
|
|
2024
Q3 | $6.06K | Buy |
19
+10
| +111% | +$3.19K | ﹤0.01% | 1305 |
|
|
2024
Q2 | $2.66K | Buy |
9
+1
| +13% | +$296 | ﹤0.01% | 1542 |
|
|
2024
Q1 | $2.47K | Buy |
8
+1
| +14% | +$308 | ﹤0.01% | 1477 |
|
|
2023
Q4 | $2K | Sell |
7
-1
| -13% | -$286 | ﹤0.01% | 1496 |
|
|
2023
Q3 | $1.87K | Buy |
+8
| New | +$1.87K | ﹤0.01% | 1519 |
|
|
2023
Q2 | – | Sell |
-11
| Closed | -$2.23K | – | 1994 |
|
|
2023
Q1 | $2.23K | Buy |
+11
| New | +$2.23K | ﹤0.01% | 1393 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 1746 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1647 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 948 |
|
|
2016
Q1 | – | Sell |
-116
| Closed | -$9.33K | – | 911 |
|
|
2015
Q4 | $9.33K | Hold |
116
| – | – | ﹤0.01% | 499 |
|
|
2015
Q3 | $7.88K | Hold |
116
| – | – | ﹤0.01% | 561 |
|
|
2015
Q2 | $8.33K | Hold |
116
| – | – | ﹤0.01% | 517 |
|
|
2015
Q1 | $8.69K | Hold |
116
| – | – | ﹤0.01% | 526 |
|
|
2014
Q4 | $7.51K | Hold |
116
| – | – | ﹤0.01% | 447 |
|
|
2014
Q3 | $7.88K | Hold |
116
| – | – | ﹤0.01% | 551 |
|
|
2014
Q2 | $8.33K | Hold |
116
| – | – | ﹤0.01% | 376 |
|
|
2014
Q1 | $9.17K | Hold |
116
| – | – | 0.01% | 347 |
|
|
2013
Q4 | $9.06K | Buy |
+116
| New | +$9.06K | 0.01% | 303 |
|